FLIFX vs. AOA
Compare and contrast key facts about Fidelity Freedom Index 2015 Fund Investor Class (FLIFX) and iShares Core Aggressive Allocation ETF (AOA).
FLIFX is managed by Fidelity. It was launched on Oct 2, 2009. AOA is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Aggressive Index. It was launched on Nov 4, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLIFX or AOA.
Key characteristics
| FLIFX | AOA | |
|---|---|---|
| YTD Return | 8.21% | 15.94% |
| 1Y Return | 15.80% | 25.82% |
| 3Y Return (Ann) | 0.91% | 4.77% |
| 5Y Return (Ann) | 4.65% | 9.19% |
| 10Y Return (Ann) | 5.12% | 8.02% |
| Sharpe Ratio | 2.80 | 2.76 |
| Sortino Ratio | 4.24 | 3.87 |
| Omega Ratio | 1.55 | 1.51 |
| Calmar Ratio | 1.41 | 2.94 |
| Martin Ratio | 17.06 | 18.22 |
| Ulcer Index | 0.96% | 1.49% |
| Daily Std Dev | 5.83% | 9.80% |
| Max Drawdown | -19.54% | -28.38% |
| Current Drawdown | -0.86% | -0.33% |
Correlation
The correlation between FLIFX and AOA is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FLIFX vs. AOA - Performance Comparison
In the year-to-date period, FLIFX achieves a 8.21% return, which is significantly lower than AOA's 15.94% return. Over the past 10 years, FLIFX has underperformed AOA with an annualized return of 5.12%, while AOA has yielded a comparatively higher 8.02% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FLIFX vs. AOA - Expense Ratio Comparison
FLIFX has a 0.12% expense ratio, which is lower than AOA's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FLIFX vs. AOA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2015 Fund Investor Class (FLIFX) and iShares Core Aggressive Allocation ETF (AOA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FLIFX vs. AOA - Dividend Comparison
FLIFX's dividend yield for the trailing twelve months is around 2.63%, more than AOA's 2.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLIFX Fidelity Freedom Index 2015 Fund Investor Class | 2.63% | 2.56% | 2.73% | 1.47% | 1.35% | 2.07% | 2.17% | 1.67% | 1.76% | 1.89% | 4.84% | 0.37% |
AOA iShares Core Aggressive Allocation ETF | 2.08% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.02% | 2.15% | 2.18% | 1.84% |
Drawdowns
FLIFX vs. AOA - Drawdown Comparison
The maximum FLIFX drawdown since its inception was -19.54%, smaller than the maximum AOA drawdown of -28.38%. Use the drawdown chart below to compare losses from any high point for FLIFX and AOA. For additional features, visit the drawdowns tool.
Volatility
FLIFX vs. AOA - Volatility Comparison
The current volatility for Fidelity Freedom Index 2015 Fund Investor Class (FLIFX) is 1.44%, while iShares Core Aggressive Allocation ETF (AOA) has a volatility of 2.65%. This indicates that FLIFX experiences smaller price fluctuations and is considered to be less risky than AOA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.